Carlyle Secured Lending
CGBD
154 hedge funds and large institutions have $281M invested in Carlyle Secured Lending in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 24 closing their positions.
656% more call options, than puts
Call options by funds: $9.45M | Put options by funds: $1.25M
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
1% more funds holding
Funds holding: 152 → 154 (+2)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0.03% more ownership
Funds ownership: 36.16% → 36.19% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less capital invested
Capital invested by funds: $330M → $281M (-$49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$4.54M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.42M |
| 4 |
AM
Ares Management
Los Angeles,
California
|
+$2.83M |
| 5 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.42M |
| 2 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$6.2M |
| 3 |
VanEck Associates
New York
|
-$4.48M |
| 4 |
Jane Street
New York
|
-$3.03M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$2.76M |
CGBD Hedge Fund Activity: Q1 2026 in Review
154 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q1 2026, worth a combined $281M — down 15% from $330M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CGBD positions and 24 closed out — a net gain of 6 holders — while 46 added to existing stakes and 44 trimmed.
The largest buyer was Invesco, adding an estimated $5M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.42M.
- 154 institutional investors held Carlyle Secured Lending (CGBD) as of Q1 2026, up from 152 in Q4 2025.
- Funds reported $281M of Carlyle Secured Lending stock for Q1 2026, down 15% quarter-over-quarter.
- 30 funds opened new Carlyle Secured Lending positions in Q1 2026 and 24 closed out, a net change of +6 holders.
- The largest Carlyle Secured Lending buyer in Q1 2026 was Invesco, an estimated $5M added.
- The largest Carlyle Secured Lending seller in Q1 2026 was Rivernorth Capital Management, an estimated $7.42M sold.
Based on aggregated 13F filings for Q1 2026.